To The Moon

$NVIDIA(NVDA)$  is a monster!! Everything everywhere all at once!!

$NVIDIA(NVDA)$  is the king. $Advanced Micro Devices(AMD)$  is merely the table scraps. $Advanced Micro Devices(AMD)$  is essentially selling off a 10% ownership dilution just to secure a Meta contract for chips that are inferior compared to $NVIDIA(NVDA)$ 's—potentially valuing around $20B per year in revenue for AMD.

$Intel(INTC)$  is holding up rather well in this market environment, and I tend to think long term investors will continue to be rewarded nicely too. GLTA.

A slingshot conserves energy, which appears negative before launch, to generate positive kinetic energy. But $Intel(INTC)$  is more akin to gunpowder – with the correct combination, it can project genuine power.

$Intel(INTC)$  Cadence has unleashed the ChipStack AI Super Agent, pioneering a new frontier in chip design and verification, which I find rather interesting.

$NVIDIA(NVDA)$ I don’t think you can play the stock market in the short term. Manipulation is just part of the game. Only long-term investing really makes sense.

All the major firms are pouring billions into AI, so where's the $NVIDIA(NVDA)$  surge?

$NVIDIA(NVDA)$ AI is a paid, productive supercycle, not a free-hype bubble. Capital expenditure is rational for leaders such as Google who own the stack. The sell-off is primarily valuation and timing fears, along with big-money distribution into strength, not fundamental doubts. If anything, this dip is the 'buy' that smart money is creating.

$NVIDIA(NVDA)$ Sad to see emotions blocking investment in a powerhouse company. Just like personal computing was doubted, the same applies now. The world is changing, AI is the next step, as personal computing was. Trust analysts and bears if you want, but you'll be let down.

This isn't 'China loves Nvidia.' It's 'China still needs top-tier compute.' Big difference. But either way, $NVIDIA(NVDA)$  being allowed to sell equals money.